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Sherwin-Williams

1,442 hedge funds and large institutions have $70.3B invested in Sherwin-Williams in 2021 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 488 increasing their positions, 472 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 87

93% more funds holding in top 10

Funds holding in top 10: 2956 (+27)

24% more capital invested

Capital invested by funds: $56.7B → $70.3B (+$13.6B)

10% more funds holding

Funds holding: 1,3131,442 (+129)

1.15% more ownership

Funds ownership: 76.06%77.21% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 472

17% less call options, than puts

Call options by funds: $606M | Put options by funds: $729M

Holders
1,442
Holders Change
+129
Holders Change %
+9.82%
% of All Funds
22.19%
Holding in Top 10
56
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+93.1%
% of All Funds
0.86%
New
239
Increased
488
Reduced
472
Closed
87
Calls
$606M
Puts
$729M
Net Calls
-$123M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1326
McIlrath & Eck
Washington
$55K +$1.62K +5 +3%
EBA
1327
Eagle Bay Advisors
New York
$54K -$10.7K -33 -18%
CCC
1328
Crescent Capital Consulting
Louisiana
$53K
KIG
1329
Kessler Investment Group
Indiana
$53K
JFA
1330
JNBA Financial Advisors
Minnesota
$53K +$323 +1 +0.7%
ECM
1331
Estabrook Capital Management
New York
$52.8K
EI
1332
Ellevest Inc
New York
$52K -$5.17K -16 -10%
Capstone Investment Advisors
1333
Capstone Investment Advisors
New York
$51K -$4.27M -13,226 -99%
CT
1334
Cambridge Trust
Massachusetts
$51K +$47.2K +146 New
SIC
1335
SJS Investment Consulting
Ohio
$49K +$45.2K +140 New
PFGIA
1336
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$323 -1 -0.7%
First Manhattan
1337
First Manhattan
New York
$46K +$42.7K +132 New
HS
1338
Horan Securities
United States
$45K +$41.4K +128 New
CA
1339
Cornerstone Advisory
Maryland
$44K +$40.7K +126 New
FMB
1340
Field & Main Bank
Kentucky
$42K -$24.2K -75 -38%
ODG
1341
O'Dell Group
Ohio
$42K
PMFA
1342
Plante Moran Financial Advisors
Michigan
$41K -$41.7K -129 -52%
DFC
1343
DB Fitzpatrick & Co
Idaho
$41K +$37.8K +117 New
GM
1344
GeoWealth Management
Illinois
$41K +$38.5K +119 New
HF
1345
Halpern Financial
Virginia
$40.1K
WPA
1346
West Paces Advisors
Georgia
$40.1K
EARNEST Partners
1347
EARNEST Partners
Georgia
$40K
BCA
1348
Bray Capital Advisors
Florida
$37K
CP
1349
Corbenic Partners
Pennsylvania
$37K
SIAP
1350
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K

SHW Hedge Fund Activity: Q4 2021 in Review

1,442 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2021, worth a combined $70.3B — up 24% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new SHW positions and 87 closed out — a net gain of 152 holders — while 488 added to existing stakes and 472 trimmed.

The largest buyer was Capital International Investors, adding an estimated $538M. The largest seller was Capital Research Global Investors, cutting an estimated $419M.

  • 1,442 institutional investors held Sherwin-Williams (SHW) as of Q4 2021, up from 1,313 in Q3 2021.
  • Funds reported $70.3B of Sherwin-Williams stock for Q4 2021, up 24% quarter-over-quarter.
  • 239 funds opened new Sherwin-Williams positions in Q4 2021 and 87 closed out, a net change of +152 holders.
  • The largest Sherwin-Williams buyer in Q4 2021 was Capital International Investors, an estimated $538M added.
  • The largest Sherwin-Williams seller in Q4 2021 was Capital Research Global Investors, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2021.